Anic Equity¶
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Total return since start: 0.61 %¶
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Equity now: -----------------------------> 49169.04 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45107.5 Kr¶
PnL: ---------------------------------------> 51.5 Kr¶
DD now: ---------------------------------> -7.438 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 16:34:13.664138'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.020000 | 1667.340000 | 198.340000 | 13.500000 | 1468.999998 |
| Orrön Energy | 180 | -1.510000 | 2169.000000 | 126.000000 | 6.170000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.050000 | 994.500000 | 59.500000 | 6.360000 | 935.000000 |
| Sagax B | 4 | 0.670000 | 903.200000 | 49.200000 | 5.760000 | 854.000000 |
| Hoist Finance | 35 | 1.030000 | 1027.250000 | 47.250000 | 4.820000 | 980.000000 |
| Sagax A | 4 | 0.000000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Catena | 2 | -1.290000 | 828.000000 | 36.000000 | 4.550000 | 792.000000 |
| Hexatronic Group | 12 | 0.120000 | 1002.960000 | 35.960000 | 3.720000 | 966.999996 |
| JM | 6 | -1.000000 | 893.400000 | 29.400000 | 3.400000 | 864.000000 |
| Platzer Fastigheter Holding B | 12 | -3.760000 | 981.600000 | 20.600000 | 2.140000 | 960.999996 |
| OX2 | 13 | 1.500000 | 969.150000 | 19.150000 | 2.020000 | 949.999999 |
| Bilia A | 8 | -0.440000 | 912.000000 | 12.000000 | 1.330000 | 900.000000 |
| Biotage | 7 | -0.510000 | 952.700000 | 11.700000 | 1.240000 | 940.999997 |
| BioGaia B | 8 | -1.430000 | 936.800000 | 6.800000 | 0.730000 | 930.000000 |
| HEXPOL B | 9 | -0.090000 | 1026.900000 | 5.900000 | 0.580000 | 1020.999996 |
| Gränges | 9 | -0.960000 | 933.300000 | 5.300000 | 0.570000 | 927.999999 |
| AcadeMedia | 8 | -1.280000 | 401.200000 | -0.800000 | -0.200000 | 402.000000 |
| VEF | 909 | -3.140000 | 1848.910000 | -1.090000 | -0.060000 | 1850.000436 |
| Sedana Medical | 93 | -5.380000 | 2518.440000 | -2.560000 | -0.100000 | 2521.000011 |
| Clas Ohlson B | 12 | -2.010000 | 964.200000 | -8.800000 | -0.900000 | 972.999996 |
| Byggmax Group | 33 | -2.710000 | 947.100000 | -8.900000 | -0.930000 | 956.000001 |
| ASSA ABLOY B | 3 | -1.810000 | 765.600000 | -13.400000 | -1.720000 | 779.000001 |
| Addnode Group B | 11 | 0.610000 | 907.500000 | -13.500000 | -1.470000 | 921.000003 |
| EQT | 4 | -2.340000 | 816.800000 | -15.200000 | -1.830000 | 832.000000 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -1.170000 | 942.200000 | -24.800000 | -2.560000 | 966.999999 |
| INVISIO | 16 | 1.110000 | 3656.000000 | -33.000000 | -0.890000 | 3689.000000 |
| SKF B | 5 | -1.390000 | 905.500000 | -34.500000 | -3.670000 | 940.000000 |
| Indutrade | 5 | -1.220000 | 1175.500000 | -42.500000 | -3.490000 | 1218.000000 |
| Latour B | 4 | -0.200000 | 814.400000 | -42.600000 | -4.970000 | 857.000000 |
| Vitec Software Group B | 2 | -2.550000 | 1032.000000 | -55.000000 | -5.060000 | 1087.000000 |
| Bufab | 3 | -0.800000 | 1042.200000 | -66.800000 | -6.020000 | 1109.000001 |
| BHG Group | 97 | -2.040000 | 1353.150000 | -105.850000 | -7.250000 | 1458.999989 |
| Hexagon B | 26 | -3.180000 | 3324.100000 | -136.900000 | -3.960000 | 3461.000010 |
| TOTAL | 45107.500000 | 51.500000 | -7.43841% | 45056.000411 |
Updated:¶
'2023-07-05 16:34:31.293405'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
